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CVS Health

1,944 hedge funds and large institutions have $89.8B invested in CVS Health in 2025 Q4 according to their latest regulatory filings, with 270 funds opening new positions, 701 increasing their positions, 725 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 270 | Existing positions closed: 118

14% more call options, than puts

Call options by funds: $1.79B | Put options by funds: $1.57B

9% more capital invested

Capital invested by funds: $82.5B → $89.8B (+$7.39B)

6% more funds holding

Funds holding: 1,8341,944 (+110)

2.99% more ownership

Funds ownership: 86.23%89.23% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 701 | Existing positions reduced: 725

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,944
Holders Change
+110
Holders Change %
+6%
% of All Funds
23.65%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
270
Increased
701
Reduced
725
Closed
118
Calls
$1.79B
Puts
$1.57B
Net Calls
+$222M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
1001
Nicolet Bankshares
Wisconsin
$744K -$175K -2,224 -19%
CAM
1002
Cozad Asset Management
Illinois
$741K +$150K +1,905 +26%
FLI
1003
Family Legacy Inc
South Carolina
$740K -$394 -5 -0.1%
FNBTCON
1004
First National Bank & Trust Co of Newtown
Pennsylvania
$738K
MFA
1005
Mayflower Financial Advisors
Massachusetts
$735K -$5.36K -68 -0.7%
AEPWM
1006
Atlantic Edge Private Wealth Management
Florida
$733K +$24.1K +306 +3%
GPA
1007
Garrison Point Advisors
California
$730K -$3.94K -50 -0.5%
MIC
1008
Meridian Investment Counsel
California
$730K
S
1009
Steadtrust
Texas
$728K -$78.8K -1,000 -10%
CWS
1010
Confluence Wealth Services
Pennsylvania
$725K -$10K -127 -1%
TCMP
1011
Thrive Capital Management (Pennsylvania)
Pennsylvania
$724K -$79.2K -1,004 -10%
SSWM
1012
Smith Salley Wealth Management
North Carolina
$723K -$11.3K -143 -2%
WA
1013
WealthTrust Axiom
Pennsylvania
$723K +$158 +2 +0%
CPW
1014
Cove Private Wealth
New York
$722K
AG
1015
Ascent Group
Virginia
$721K +$172K +2,184 +32%
NS
1016
NBC Securities
Alabama
$719K -$4.34K -55 -0.6%
EWM
1017
Empirical Wealth Management
Washington
$718K +$49.1K +623 +7%
EFG
1018
Everhart Financial Group
Ohio
$718K +$168K +2,128 +31%
PA
1019
Persium Advisors
Georgia
$716K -$43.4K -550 -6%
AC
1020
Addison Capital
Pennsylvania
$711K -$164K -2,077 -19%
SIA
1021
Strategic Investment Advisors
Michigan
$705K +$27.1K +344 +4%
HIMC
1022
Heritage Investors Management Corp
Maryland
$699K -$81K -1,027 -10%
BTI
1023
Blue Trust Inc
Georgia
$699K -$71.3K -904 -9%
BCM
1024
Boltwood Capital Management
California
$698K +$5.12K +65 +0.7%
GFPC
1025
Global Financial Private Client
Florida
$696K +$218K +2,759 +46%